GIVERNY CAPITAL INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FND | 236K | $17.40M |
 | RMD | 235K | $64.44M |
 | KNSL | 190K | $81.00M |
 | ADI | 176K | $43.36M |
 | LULU | 144K | $25.62M |
 | BLDR | 87K | $10.56M |
 | LFUS | 81K | $21.05M |
 | JPM | 51K | $15.99M |
 | ALGN | 46K | $5.72M |
 | MKL | 44K | $83.77M |
 | YUMC | 36K | $1.55M |
 | FERG | 36K | $7.97M |
 | DFH | 32K | $834.68K |
 | MA | 28K | $15.77M |
 | CPRT | 27K | $1.24M |
 | BIRK | 27K | $1.24M |
 | BKNG | 21K | $115.24M |
 | AAPL | 17K | $4.30M |
 | NVR | 14K | $113.09M |
 | NVO | 12K | $688.08K |
Floor & Decor Holdings, Inc.
FND
Shares Held
236K
Value
$17.40M
ResMed Inc.
RMD
Shares Held
235K
Value
$64.44M
Kinsale Capital Group, Inc.
KNSL
Shares Held
190K
Value
$81.00M
Analog Devices, Inc.
ADI
Shares Held
176K
Value
$43.36M
Lululemon Athletica Inc.
LULU
Shares Held
144K
Value
$25.62M
Builders FirstSource, Inc.
BLDR
Shares Held
87K
Value
$10.56M
Littelfuse, Inc.
LFUS
Shares Held
81K
Value
$21.05M
JPMorgan Chase & Co.
JPM
Shares Held
51K
Value
$15.99M
Align Technology, Inc.
ALGN
Shares Held
46K
Value
$5.72M
Markel Corporation
MKL
Shares Held
44K
Value
$83.77M
Yum China Holdings, Inc.
YUMC
Shares Held
36K
Value
$1.55M
Ferguson plc
FERG
Shares Held
36K
Value
$7.97M
Dream Finders Homes, Inc.
DFH
Shares Held
32K
Value
$834.68K
Mastercard Incorporated
MA
Shares Held
28K
Value
$15.77M
Copart, Inc.
CPRT
Shares Held
27K
Value
$1.24M
Birkenstock Holding plc
BIRK
Shares Held
27K
Value
$1.24M
Booking Holdings Inc.
BKNG
Shares Held
21K
Value
$115.24M
Apple Inc.
AAPL
Shares Held
17K
Value
$4.30M
NVR, Inc.
NVR
Shares Held
14K
Value
$113.09M
Novo Nordisk A/S
NVO
Shares Held
12K
Value
$688.08K